Nobody can advise you without knowing more about your situation. The income tax schedule for estates and trusts is graduated, as for individuals,...

Your Social Security # is required for Schedule K-1. If the SS# is not on Schedule K-1, the trust will be fined a specific sum of money. (Ten...

It sounds as though you have attempted to administer a trust without the assistance of an expert probate and trust law attorney. Bed idea. You...

If the mother had a financial power of attorney, then her designated agent could sign the beneficiary papers. Otherwise, the children could...

I recommend hiring a CPA or tax attorney to file an amended 2018 return and do whatever else is necessary to get right with the IRS. That needs...

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It is a courtesy to notify the attorney when you get a new will made or when you change your address. Many attorneys keep original client wills...

Agree with Mr. Huddleston. I would add a caveat: whether you can get reimbursed for the cost of the bond from your friend's mother will depend...

Unfortunately, this is a fairly common issue --- especially for people who work for an employer that is headquartered in another state that does...

Agree with Mr. Popp. Nobody on this forum can advise you based on the information presented. If your husband had a will, then the terms of the...

You need to consult a CPA or tax attorney. They will need to review your entire situation in order to advise you properly.